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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,177 | $180,749-22.4% | $160,784-12.8% | $137,256+2.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 29.51% | 2234.46%-2205.0pp | 1803.92%-1774.4pp | 220.34%-190.8pp |
| Employer contribution / active EE | $56,280 | $4,155+1254.4% | $3,733+1407.7% | $4,156+1254.2% |
| Participant deferral / active EE | $13,560 | $6,844+98.1% | $6,293+115.5% | $6,407+111.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |